Add comments to any transaction

Update by
Aaron Blakemore
Product Manager

Add comments or notes to any transaction in Cake Equity and capture important context and maintain detailed documentation across your entire equity management system.

Comments can be added from anywhere you view transactions—whether that's the transaction log, stakeholder views, or any other location in the platform.

Simply put, you can now:

  • Add comments to any transaction type including issuances, buy-backs, and transfers
  • Access comment functionality from the transaction log, stakeholder views, or anywhere transactions appear
  • Keep detailed records with context that matters to your team
  • Maintain comprehensive documentation across your equity management

This enhancement ensures you can capture the full story behind every equity transaction, making your records more complete and your team communication more effective.

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